Regal Investment Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-24,306
| Closed | -$1.58M | – | 508 |
|
|
2022
Q2 | $1.58M | Buy |
+24,306
| New | +$1.58M | 0.16% | 136 |
|
|
2015
Q4 | – | Sell |
-285
| Closed | -$9K | – | 590 |
|
|
2015
Q3 | $9K | Hold |
285
| – | – | ﹤0.01% | 716 |
|
|
2015
Q2 | $9K | Hold |
285
| – | – | ﹤0.01% | 671 |
|
|
2015
Q1 | $10K | Hold |
285
| – | – | ﹤0.01% | 689 |
|
|
2014
Q4 | $10K | Hold |
285
| – | – | ﹤0.01% | 633 |
|
|
2014
Q3 | $9K | Hold |
285
| – | – | ﹤0.01% | 716 |
|
|
2014
Q2 | $9K | Hold |
285
| – | – | ﹤0.01% | 689 |
|
|
2014
Q1 | $9K | Hold |
285
| – | – | ﹤0.01% | 659 |
|
|
2013
Q4 | $9K | Hold |
285
| – | – | 0.01% | 608 |
|
|
2013
Q3 | $8K | Hold |
285
| – | – | ﹤0.01% | 642 |
|
|
2013
Q2 | $8K | Buy |
+285
| New | +$8K | ﹤0.01% | 631 |
|